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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,733 | $223,823-86.3% | $211,142-85.4% | $154,746-80.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 21.68% | 50.39%-28.7pp | 46.84%-25.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,921 | $6,787-71.7% | $6,442-70.2% | $4,379-56.1% |
| Participant deferral / active EE | $5,772 | $9,750-40.8% | $9,284-37.8% | $6,730-14.2% |
| Admin fee / account holder | $18 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |